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Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
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What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? Morningstar Investment Management’s Americas CIO Marta Norton and Head of Research Philip Straehl share their perspective on the outlook, address the implications on client portfolios, and look at potential actions to be taken.
Market Outlooks
Finding Balance After a Significant Q4 Rebound
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Philip Straehl, Gloabl Head of Research for Morningstar Investment Management LLC, gives our take on where asset class valuations stand, after the market volatility of 2020. He also covers the global aggregate reward-for-risk picture, and our outlook on major asset classes.
Alternative Investments
Beyond the Index – Fact-finding and Fortune-telling in U.S. Real Estate
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Barings’ John Ockerbloom and Colin Gordon discuss the material consequences of COVID-19 for the real estate markets broadly as well as sector by sector—and predict how real estate portfolios may change in the years ahead.
Market Outlooks
U.S. Election 2020: An Investors’ Guide
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With the early Iowa and New Hampshire contests behind us, what’s next in the race to the White House? Dr. Christopher Smart offers insight into how investors can tune out the noise and focus on the scenarios that are already coming into view.
Market Outlooks
Beyond the Index – Private Credit: Where We’ve Been, Where We’re Going
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Industry veterans Ian Fowler and Adam Wheeler describe the dramatic evolution of private credit markets and explain why quality of earnings and varied definitions of ‘senior’ risk could be at the center of the next credit market storm.
Market Outlooks
Streaming Income - Part 2: Barings' Risks, Opportunities & Predictions Podcast
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Where can investors find late-cycle value in fixed income? Are real estate investors being compensated for risks? In Part 2/2, we hear from Barings' leaders across high yield and investment grade credit, private credit, private equity and real estate.
Market Outlooks
Streaming Income - Part 1: Barings' Risks, Opportunities & Predictions Podcast
This piece is approved to use with clients.
In Part 1 of our 2-part series, Barings' investment professionals touch on topics from politics to trade wars to economic growth—and offer their perspectives on why EM currencies, international equities and EM local debt might outperform in 2020.
Alternative Investments
Streaming Income - European Real Estate: Late-Cycle Value from Manchester to Munich
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Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Alternative Investments
Streaming Income - Private Equity: Where LPs Need to Do Their Homework Now
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From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.